Trade Ideas
AMD strong AI chip competitor
AMD had a fantastic quarter and is a strong competitor in AI chips, making it a key winner in the data center theme.
Intel CPUs in high demand
Intel's CPUs are now valuable and in high demand for the new compute economy; the stock cannot stop rising.
Memory demand benefits Micron
Micron benefits from massive memory demand driven by AI data centers; its stock reacted positively after earnings.
Fiber optics for data centers
Coherent provides advanced fiber optics critical for data center connectivity, riding the AI infrastructure wave.
Cloud hyperscalers will profit enormously
Amazon and Alphabet are spending tens of billions now on data centers to make hundreds of billions later, securing years of colossal profits from cloud and AI demand.
Nvidia remains core AI beneficiary
Nvidia pioneered the AI revolution and remains the largest company on earth, but its stock feels left behind even though it is still a core beneficiary of the data center buildout.
Turbine demand from data centers
GE Vernova, the spun-off turbine builder, is printing money due to surging demand for power generation from data centers.
Natural gas demand for AI power
EQT is roaring because natural gas is needed to power the massive energy requirements of data centers.
Non-combustible energy for data centers
Bloom Energy's non-combustible energy generation makes it a red-hot stock for powering data centers.
Server maker for AI factories
Dell manufactures servers for AI factories, directly benefiting from the data center buildout.
Data center cooling provider
Vertiv provides cooling solutions essential for data centers, a key infrastructure play.
Fiber connectivity for data centers
Corning supplies fiber optic connectivity critical for data center networks.
Networking gear for data centers
Arista, Cisco, and Ciena provide networking equipment essential for data center connectivity and data flow.
Eaton oversold, buy now
Eaton provides electrical equipment for data centers and was unfairly hit; it is a buy at current levels.
Backup power for data centers
Caterpillar, Cummins, and Generac provide backup power solutions for data centers, a necessary component of the infrastructure build.
Infrastructure builder for data centers
Sterling Infrastructure reported a tremendous quarter, jumping 52% in a day, and is a key builder for data center projects.
Oracle data center builder
Oracle is a builder of data centers, had a good quarter, and betting against it is a mistake.
Rockwell early in data center cycle
Rockwell Automation's data center and warehouse automation business more than doubled, and the company is still in the early innings of this growth.
Monarch Casino buy on pullback
Monarch Casino is a clean regional casino story with zero debt and steady growth, but wait for a pullback before buying given the already large move.
Waters Corp strong life science play
Waters Corporation had an excellent quarter, driven by regulated pharma applications, GLP-1 manufacturing, and strong China pharma growth, making it the best S&P performer today.
Only rare earth pick
MP Materials is the only rare earth stock Cramer recommends, benefiting from demand for magnets in data centers and other applications.
LNG project speculative idea
Next Decade has a massive LNG project under construction and can go higher due to LNG demand, though it is a speculative idea.
Mastec great data center stock
Mastec (Mtech) is a great data center stock that should have been included in the top buy list, benefiting from infrastructure build.
This CNBC video, published May 05, 2026,
features Jim Cramer
discussing AMD, INTC, MU, COHR, AMZN, GOOGL, NVDA, GEV, EQT, BE, DELL, VRT, GLW, ANET, CSCO, CIEN, ETN, CAT, CMI, GNRC, STRL, ORCL, ROK, MCRI, WAT, MP, NEXT, MTZ.
23 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer
· Tickers:
AMD,
INTC,
MU,
COHR,
AMZN,
GOOGL,
NVDA,
GEV,
EQT,
BE,
DELL,
VRT,
GLW,
ANET,
CSCO,
CIEN,
ETN,
CAT,
CMI,
GNRC,
STRL,
ORCL,
ROK,
MCRI,
WAT,
MP,
NEXT,
MTZ
